In this blog post, you’ll learn how to import invoices into QuickBooks Online.

Quick Instructions:

1. Click the gear icon in the upper right corner
2. Under TOOLS click Import data
3. Click the Invoices square
4. Browse to the CSV file you’re using to import on your computer
   1. If your CSV includes new customer, check “Add new customer to QuickBooks”
5. Click Next
6. Map the columns in your CSV to the appropriate fields within QuickBooks 
7. Click Next
8. Click Complete import

Keep reading for a complete walkthrough with screenshots:

Import Data

To begin, click the gear icon in the upper right corner. Under TOOLS click Import data.

On this page, you have the option to import:

• Bank Data
• Customers
• Vendors
• Chart of Accounts
• Products and Services
• Invoices

You can also import data from QuickBooks Desktop and Sage 50 / Peachtree.

Click the Invoices box to continue to the Import invoices screen.

Import Invoices

If this is your first time importing invoices, I suggest downloading the import guide and sample CSV.

The import guide explains the columns in the sample CSV and how they translate to what you see in QuickBooks Online.

You can use the sample CSV template to enter the information for your invoices.

 This CSV was made using the sample template:

Once you have your own CSV file ready to go, click Browse and find the file on your computer.

Check off “Add new customer to QuickBooks” if you’re importing invoices for customers who are not yet in your QuickBooks.

Then click Next.

Map Your Column Headings

Next, you’ll see a list of the column headings in your CSV and be able to match them with fields in QuickBooks Online.

If you’re using the same column headings as the sample CSV, it should automatically match everything correctly.

When you’re ready, click Next.

Complete Import

In the final step, it tells you how many invoices were imported and how many were new customers.

Double-check that this is correct, and then click the Complete import button.

You now know how to import invoices into Quickbooks Online.

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Below is a video if you prefer to watch a walkthrough.

If you have questions about importing invoices or any other data into QuickBooks Online, click the green button below to schedule a free consultation.